Senior Client Servicing Administrator

3 weeks ago


Badbury Wiltshire, United Kingdom Burgh Recruitment Limited Full time

Client Services Administrator
Location: Royal Wootton Bassett
SN4
Salary: £22,000 to £26,000
(depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution
Hours: Full Time
35 hours / in office
Working as part of the team at an Appointed Representative of St. Jamess Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
The Role: Client Services Administrator
You will be providing administrative support to the Partner and advisers
You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
You will be responsible for business submission using bespoke software.
Your role will involve day-to-day use and management of the Practices CRM database
You will keep the back-office system updated maintaining live files and case notes
You will be responsible for the preparation of meeting documentation and follow up client meeting notes
You will be providing additional support for the Partner as and when required
The Person: Client Services Administrator
To be considered for this exciting role you will need:
Proven work experience as an Administrator ideally in financial services or a related sector
Excellent customer service and the ability to build rapport and manage client relationships
You are a self-starter and able to work with little supervision
Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
Excellent literacy, numeracy, and communication skills
Strong attention to detail and able to problem solve and think on your feet
Good time management and planning skills
It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion
St. Jamess Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £168.2bn.
This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
TPBN1_UKTJ


  • Client Services Administrator

    Found in: Whatjobs ES C2 - 1 week ago


    Hook, Wiltshire, United Kingdom St. James's Place Wealth Management Full time

    Client Services AdministratorLocation: Royal Wootton Bassett – SN4Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contributionHours: Full Time – 35 hours / in officeWorking as part of the team at an Appointed Representative of St. James’s Place Plc.This is an exciting opportunity for...

  • Administrator

    5 days ago


    Wiltshire, United Kingdom Personnel Placements Full time

    We're working with an amazing client within education and supporting them to find a new **Administrator** to join the team! In your role as the** Administrator,** you'll be that welcoming face and voice on the phone and support the teaching teams with administration support when needed. As the **Administrator**, you'll be managing diaries, booking transport...

  • Finance Consultant

    Found in: beBee jobs GB - 3 days ago


    Badbury, United Kingdom Harris Computer Full time

    Rialtas Business Solutions, a Harris Computer company, are currently recruiting for a Part-Time (22.5 hours, 3 days per week) Finance Software Consultant on a permanent basis. Rialtas is looking for a Finance Software Consultant for its market-leading accounting software business. This is an important role within the business, and it provides an exciting...


  • Marlborough, Wiltshire, United Kingdom Simpson Judge Ltd Full time

    JOB TITLE: Private Client Senior Associate Hours: Full Time, Hybrid Flexible working Top Tier Legal 500 Qualified Solicitor or Legal Exec 6+ PQE * Solid Experience in Private Client, Wills, Probate, LPA, Estate Administration, Tax & Trust * Driven Private Client Solicitor eager to progress further in their career with a highly reputable firm. You...

  • Finance Consultant

    Found in: beBee S GB - 2 days ago


    Badbury, United Kingdom Harris Computer Full time

    Rialtas Business Solutions, a Harris Computer company, are currently recruiting for a Part-Time (22.5 hours, 3 days per week) Finance Software Consultant on a permanent basis. Rialtas is looking for a Finance Software Consultant for its market-leading accounting software business. This is an important role within the business, and it provides an exciting...


  • Trowbridge, Wiltshire, United Kingdom Thrive group Full time

    Thrive Group are delighted to be working with our company-based Trowbridge who are actively looking to recruit a Service Administrator to join the team on a permanent basis.What you will be doing:To provide Administration support the Service Team. The successful applicant will making and receiving calls to Service Customers and liaising with our Service...


  • Wiltshire, United Kingdom Sammons Recruitment Group Full time

    Job Title: Experienced DB Pensions Administrator Contract Type: Permanent - Location: - Wiltshire- Job base: - HybridIndustry: Financial Services **Salary**: Negotiable Reference: 1370626 Contact Phone: 020 7293 7022 Job Published: 15/02/2023 11:12 Experienced DB Pensions Administrator Wiltshire | Negotiable | Posted 23 days ago Niche employer is...

  • Senior Solicitor

    5 days ago


    Marlborough, Wiltshire, United Kingdom Magenta Consulting and Recruitment Ltd. Full time

    Senior Solicitor / Associate Solicitor Our client is an established specialist Law firm, based in Wiltshire, dealing exclusively with Wills, Trusts, Tax Planning (including Inheritance tax and Capital Gains Tax), Probate (the administration of estates), Powers of Attorney, and related issues.

  • Private Client

    Found in: Talent UK 2A C2 - 2 weeks ago


    Wiltshire, United Kingdom Motus Recruitment Full time

    Senior Associate | Private Client | Leading Law Firm | Cheltenham (with hybrid working)| Senior Associate Level Salary The Firm:Join this well-established and leading firm, which:successfully combines high quality commercial and private client servicesadvises a broad range of local, regional, national and international clientshas one of the strongest...


  • Devizes, Wiltshire, United Kingdom Hays Senior Finance Full time

    National Public Services provider based in Devizes, Wiltshire As the Finance Operations Manager, you will be responsible for the financial services function for the Business incorporating Payroll, Pension and Systems Administration. This role will have line management responsibility for the relevant function leaders and so candidates should have experience...


  • Wiltshire, United Kingdom Venn Group Full time

    **Senior Democratic Services Officer - South West - 3 Months Initial - Hybrid Working** **_Vacancy Ref: 66896_** Our client, a **South West-based Local Authority,** is recruiting for a**Senior Democratic Services Officer**to join their team on an interim basis. Please see details below: **Location**:Hybrid working **Duration**:3 months...


  • Devizes, Wiltshire, United Kingdom CMD Recruitment Full time

    Customer Service & Course Administrator £23,000 per annum + benefits Devizes, Wiltshire Permanent Are you process-driven and have strong administration skills? My client is seeking a highly motivated and organised Customer Service and Course Coordinator to join their hardworking and dedicated team! Coordinate logistics for training courses and...

  • Senior Solicitor

    Found in: Jooble UK C2 - 2 weeks ago


    Marlborough, Wiltshire, United Kingdom Magenta Consulting and Recruitment Ltd. Full time

    Senior Solicitor / Associate Solicitor Our client is an established specialist Law firm, based in Wiltshire, dealing exclusively with Wills, Trusts, Tax Planning (including Inheritance tax and Capital Gains Tax), Probate (the administration of estates), Powers of Attorney, and related issues. They are currently looking to develop the team and are open to...

  • Customer Service

    2 weeks ago


    Devizes, Wiltshire, United Kingdom CMD Recruitment Full time

    Customer Service & Course Administrator £23,000 per annum + benefits Devizes, Wiltshire Permanent Do you thrive in a fast-paced environment and enjoy exceeding expectations? Are you process-driven and have strong administration skills? If so, then this could be the position you have been looking for! My client is seeking a highly motivated and organised...

  • Administrator

    5 days ago


    Wiltshire, United Kingdom GCS Recruitment Specialists Ltd Full time

    **Administrator for Civil Engineering Company** Are you organized, detail-oriented, and ready to play a crucial role in a dynamic civil engineering firm? We are seeking a highly motivated and efficient Administrator to join our clients team. As an Administrator, you will be an essential part of our operations, ensuring the smooth functioning of our projects...


  • Tidworth, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Are you an administrator looking for a new job? How about an exciting role working on a military estate in support of our Army customers? Youll get to support the performance of vital parts of the contract on the estate. Join a great team at Aspire Defence Services If your skills, experience, and qualifications match those in this job overview, do not...

  • Performance Administrator

    Found in: Jooble UK C2 - 1 day ago


    Tidworth, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Are you an administrator looking for a new job? How about an exciting role working on a military estate in support of our Army customers? Youll get to support the performance of vital parts of the contract on the estate. Join a great team at Aspire Defence Services If your skills, experience, and qualifications match those in this job overview, do not...


  • Trowbridge, Wiltshire, South West, United Kingdom Thrive Group Full time

    Thrive Group are delighted to be working with our company-based Trowbridge who are actively looking to recruit a Service Administrator to join the team on a permanent basis.Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.What you will be doing:To provide Administration support the Service...

  • Private Client

    3 days ago


    Devizes, Wiltshire, United Kingdom Motus Recruitment Full time

    Senior Associate | Private Client | Leading Law Firm | Cheltenham (with hybrid working)| Senior Associate Level Salary The Firm: Join this well-established and leading firm, which: successfully combines high quality commercial and private client services advises a broad range of local, regional, national and international clients has one of the...


  • Sopworth, Wiltshire, United Kingdom Omega Resource Group Full time

    Fleet Administrator Chippenham (Hybrid) 02 per hour Type: Contract Our client, a global market leader in fleet management services, are seeking a Fleet Administrator to join their growing team. Key Responsibilities – Fleet Administrator Maintain Lease Control Spreadsheet and ensure accuracy of data. Collaborate with Vehicle Acquisitions and Re-marketing...